Latest Institutional Transactions on Dimensional ETF Tr (DFAI)
This table provides information on the latest institutional transactions involving Dimensional ETF Tr (DFAI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-207K- 89.02% |
$5.99M - $6.72M
|
25.6K
$888K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-3.2K- 86.49% |
$92.4K - $104K
|
500
$17.4K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-43.3K- 5.98% |
$1.25M - $1.4M
|
681K
$23.6M
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
244K+ 86.34% |
$7.05M - $7.91M
|
527K
$18.3M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
43K+ 4.93% |
$1.24M - $1.39M
|
915K
$31.8M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
32.1KNew |
$928K - $1.04M
|
32.1K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
229K+ 34.62% |
$6.6M - $7.41M
|
889K
$30.9M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-4.77K- 0.39% |
$138K - $155K
|
1.22M
$42.4M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
440K+ 18.06% |
$12.7M - $14.3M
|
2.88M
$99.8M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
39.9K+ 8.65% |
$1.15M - $1.29M
|
501K
$17.4M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
54+ 0.07% |
$1.56K - $1.75K
|
79.5K
$2.76M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
46.2KNew |
$1.34M - $1.5M
|
46.2K
$1.6M
|
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
816+ 0.16% |
$23.6K - $26.4K
|
497K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.31K+ 2.88% |
$66.7K - $74.8K
|
82.6K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-659- 1.68% |
$19K - $21.4K
|
38.5K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-120K- 9.22% |
$3.46M - $3.88M
|
1.18M
$40.9M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.56K- 2.1% |
$45.2K - $50.7K
|
72.9K
$2.53M
|
|
|
May 14, 2025
Q1 2025
|
B&D White Capital Company, LLC
|
BUY
|
- |
335KNew |
$9.68M - $10.9M
|
335K
$11.6M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
64.6K+ 18.74% |
$1.87M - $2.09M
|
409K
$14.2M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
282+ 1.93% |
$8.14K - $9.14K
|
14.9K
$517K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
8.72K+ 247.03% |
$252K - $283K
|
12.3K
$425K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
19.7K+ 8.09% |
$569K - $638K
|
263K
$9.13M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
19+ 0.24% |
$549 - $616
|
8.09K
$281K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
74.2K+ 9.89% |
$2.14M - $2.4M
|
825K
$28.6M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4+ 0.04% |
$116 - $130
|
10.7K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-388K- 9.26% |
$11.2M - $12.6M
|
3.81M
$132M
|
|
|
May 14, 2025
Q1 2025
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
12.1K+ 21.83% |
$350K - $392K
|
67.6K
$2.35M
|
|
|
May 14, 2025
Q1 2025
|
Arista Wealth Management, LLC
Las Vegas, NV |
BUY
|
- |
16.5K+ 1.66% |
$477K - $535K
|
1.01M
$35.2M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Financial Services, LLC
|
SELL
|
- |
-39- 0.03% |
$1.13K - $1.26K
|
112K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-228- 0.66% |
$6.58K - $7.39K
|
34.2K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.98K+ 1291.77% |
$86.2K - $96.7K
|
3.22K
$112K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.07M- 57.76% |
$30.9M - $34.6M
|
782K
$27.1M
|
|
|
May 14, 2025
Q1 2025
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
27.3K+ 39.64% |
$789K - $885K
|
96.2K
$3.34M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
SELL
|
- |
-43.2K- 28.11% |
$1.25M - $1.4M
|
111K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-719- 0.32% |
$20.8K - $23.3K
|
224K
$7.77M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
11.6K+ 158.18% |
$336K - $377K
|
19K
$659K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.2K+ 4.59% |
$930K - $1.04M
|
734K
$25.5M
|
|
|
May 14, 2025
Q1 2025
|
Bwm Planning, LLC
The Woodlands, TX |
SELL
|
- |
-18.4K- 3.04% |
$531K - $596K
|
587K
$20.4M
|
|
|
May 14, 2025
Q1 2025
|
Note Advisors, LLC
Buffalo, NY |
BUY
|
- |
39.2K+ 16.14% |
$1.13M - $1.27M
|
282K
$9.79M
|
|
|
May 14, 2025
Q1 2025
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
8.88KNew |
$256K - $288K
|
8.88K
$308K
|
|
|
May 14, 2025
Q1 2025
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-152- 1.14% |
$4.39K - $4.92K
|
13.2K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-33.3K- 5.39% |
$963K - $1.08M
|
585K
$20.3M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
189KNew |
$5.47M - $6.14M
|
189K
$6.57M
|
|
|
May 14, 2025
Q1 2025
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
149K+ 90.88% |
$4.29M - $4.82M
|
312K
$10.8M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.59K- 16.38% |
$74.7K - $83.9K
|
13.2K
$458K
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
4.69K+ 1.19% |
$135K - $152K
|
400K
$13.9M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-24.6K- 9.92% |
$711K - $798K
|
224K
$7.76M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-16K- 37.41% |
$462K - $519K
|
26.8K
$929K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
236KNew |
$6.83M - $7.66M
|
236K
$8.21M
|